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How to determine revenue per class type or per instructor

This guide helps customers accurately determine the monetary value of their classes by exporting attendance data and assigning a per-class price based on memberships and drop-ins.

Angel Horowitz avatar
Written by Angel Horowitz
Updated today

📝 Overview

This guide walks you through a simple way to estimate revenue by class type or by instructor. You’ll download your attendance data, add a Class Price column that reflects the value you want to allocate to each booking, and then create a pivot table to summarize the totals. This approach is ideal for comparisons and planning. If you need actual instructor payouts, continue to use Pay Rates and the Instructor Hours and Pay Rates report.

📊 Get the data

Open Reports → Events → All Attendances (or Reports → Class Attendances on the classic menu). Choose the date range and any filters you need, then download the CSV. Open the file in your spreadsheet tool and add a new column called Class Price. This is where you’ll assign the per-booking value you want to use for allocation.

Allocate a Value Per Booking

1️⃣ Apple Numbers

Use Numbers to turn the All Attendances / Class Attendances export into a quick revenue summary. You’ll add a Class Price column and create two pivots: by Class Type and by Instructor.

Click here to find out more about Apple Numbers

Download & Prep

  1. In TeamUp, go to Reports → Events → All Attendances (or Class Attendances), set your date range, and Download the CSV.
    ​

  2. Open the CSV in Numbers. Ensure columns like Class Type, Instructor, Membership, Date are present.

💡Duplicate the sheet (optional) so you always have a clean raw copy.

Add a “Class Price” column

  1. Add a new sheet MAP with two columns: Membership, Per-Class Value.
    ​

  2. Insert a new column in your data table named Class Price.
    ​

  3. Enter this formula (click the Membership cell in the same row when you type B2):
    ​

    IF(ISBLANK(B2), Settings::B2, VLOOKUP(B2, MAP::A:B, 2, FALSE))

    • B2 = the Membership cell in the same row (adjust if your column differs).

    • Settings::B2 = a cell where you store your drop-in price.
      ​

  4. Fill down and format Class Price as Currency.

💡These examples assume a single drop‑in price. If your drop‑in rates vary by class type, either enter the drop‑in Class Price manually for those rows, or extend your MAP table to include Class Type and adjust the formula.


Pivot - Revenue by Class Type

  1. Select your main data table → Organize → Create Pivot Table → On a New Sheet.
    ​

  2. In Rows, add Class Type. In Values, add Class Price and set to Sum.

💡(Optional) Add Filters for Date, Membership, Venue, etc.

Pivot - Revenue by Instructor

  1. Create another pivot table on a new sheet.
    ​

  2. In Rows, add Instructor. In Values, add Class Price (Sum).

💡(Optional) Add Filters for Date, Membership, Venue, etc.

Optional refinements

  • Add Date to Columns and group by Month to see monthly totals.

  • Create separate pivot sheets for different venues or offerings.

Troubleshooting

  • If values don’t sum, ensure Class Price is numeric (Currency) and membership names in your MAP table exactly match the export (use TRIM to clean spaces).
    ​

  • If drop-ins aren’t priced, confirm the IF part of the formula handles blank Membership rows.

💡Notes for Numbers


• Pivot tables are available in recent versions of Numbers. If you don’t see the option, update the app.
​
• Column names in your export may vary slightly (for example, Offering Type Name vs Class Type). Use the nearest match.

2️⃣ Using Excel or Google Sheets instead

Google Sheets makes it easy to allocate a Class Price and build Pivot tables for revenue by Class Type or Instructor. Follow the steps below entirely within Sheets.

Click here to find out more about Apple Numbers

Download & prep

  1. In TeamUp, go to Reports → Events → All Attendances (or Class Attendances), set your date range, and Download the CSV.
    ​

  2. Upload the CSV to Google Drive and open it in Sheets. Consider File → Make a copy for a raw backup.
    ​

Add a “Class Price” column

  1. Insert a new column titled Class Price.
    ​

  2. On a new sheet (e.g., MAP), create two columns: Membership and Per-Class Value.
    ​

  3. In Class Price, use:

    =IF(LEN(B2)=0, <DropInPrice>, VLOOKUP(B2, MAP!A:B, 2, FALSE))


    (Assumes Membership is in column B; adjust as needed. Replace <DropInPrice>.)
    ​

  4. Fill down. Format Class Price as Currency.

💡These examples assume a single drop‑in price. If your drop‑in rates vary by class type, either enter the drop‑in Class Price manually for those rows, or extend your MAP table to include Class Type and adjust the formula.


​

Pivot — Revenue by Class Type

  1. Data → Pivot table → New sheet.
    ​

  2. In Rows, add Class Type.
    ​

  3. In Values, add Class Price and set to SUM.

💡(Optional) In Filters, add Date, Membership, or other fields.

Pivot — Revenue by Instructor

  1. Data → Pivot table → New sheet.
    ​

  2. Rows = Instructor; Values = SUM of Class Price.

💡(Optional) Add Date to Columns and group by Month for a time breakdown.

Optional refinements

  • Use ARRAYFORMULA to auto-fill the Class Price formula for new rows:
    ​

    =ARRAYFORMULA(IF(ROW(A:A)=1,"Class Price", IF(LEN(B:B)=0, <DropInPrice>, VLOOKUP(B:B, MAP!A:B, 2, FALSE))))

  • Create a Chart from the pivot to visualize revenue by category.

Troubleshooting

  • If SUM isn’t available, confirm Class Price cells are numeric/currency.
    ​

  • If VLOOKUP returns #N/A, ensure the Membership names match exactly and the lookup range includes both columns.
    ​

  • If the pivot excludes new data, refresh your pivot (click the pivot and use the refresh icon) or rebuild after expanding your data range.

3️⃣ Microsoft Excel

Use Microsoft Excel to allocate a Class Price per attendance and summarize revenue via PivotTables. This section walks you through the export, mapping, formulas, and pivots, end to end.

Click here to find out more about Microsoft Excel

Download & prep

  1. In TeamUp, open Reports → Events → All Attendances (or Class Attendances), set date range, and Download.
    ​

  2. Open in Excel. Convert to an Excel Table (Ctrl/Cmd + T) so formulas and pivots stay dynamic.
    ​

Add a “Class Price” column

  1. Insert a new column named Class Price.
    ​

  2. On a new sheet (e.g., MAP), create two columns: Membership and Per-Class Value.
    ​

  3. In Class Price, use:

    =IF(LEN([@Membership])=0, <DropInPrice>, VLOOKUP([@Membership], MAP!$A:$B, 2, FALSE))


    Replace <DropInPrice> with your drop-in allocation.
    ​

  4. Fill down. Set Class Price to Currency.

💡These examples assume a single drop‑in price. If your drop‑in rates vary by class type, either enter the drop‑in Class Price manually for those rows, or extend your MAP table to include Class Type and adjust the formula.


​

Pivot - Revenue by Class Type

  1. Select any cell in your table → Insert → PivotTable → New Worksheet.
    ​

  2. Drag Class Type to Rows.
    ​

  3. Drag Class Price to Values → ensure Summarize Values By = Sum.

💡(Optional) Add Date to Filters or Columns (group by Months/Years).

Pivot - Revenue by Instructor

  1. Insert another PivotTable.
    ​

  2. Rows = Instructor; Values = Sum of Class Price.

💡(Optional) Add Slicers (Insert → Slicer) for quick filtering by Date, Class Type, Membership.

Optional refinements

  • Build a separate Summary sheet that references Pivot results for a clean dashboard.
    ​

  • Use GETPIVOTDATA to pull specific totals into KPI cards.
    ​

Troubleshooting

  • If you see Count instead of Sum, right-click the value field → Summarize Values By → Sum.
    ​

  • If VLOOKUP returns #N/A, check for typos between Membership names and the MAP table (use TRIM/UPPER for consistency).
    ​

  • If totals look off, verify your date range and that Class Price has no text characters.

🔬 Interpreting the results

The totals you see represent your allocated revenue based on the per-class values you entered. This is a practical way to compare performance across class types or instructors and to spot trends over time.

It won’t necessarily match accounting revenue to the penny, because you’re choosing how to distribute membership revenue across attendances. For instructor pay, rely on Pay Rates and the Instructor Hours and Pay Rates report, which calculate earnings from the rates you’ve configured.

💡If you pay your instructors based on earnings for a class, simply move the instructor into the row section rather than class type.

❗️If you're looking to set hourly or per-customer rates for your instructors and track their earnings in TeamUp, head to How to manage instructor Pay Rates.

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